"PERSONAL FINANCE ASSOCIATE"

PERSONAL BUDGETING

Day to Day Budgeting (Yearly, Monthly, Weekly)

This program component will provide you with basic budgeting templates on various time bases. Before you are ready to invest or consider investments you must first clearly understand your personal financial position.

You will be required to input details such as you sources of income (salary, dividends, rents, interest). Second component is the detailed expenses analysis incl household expenses, transport, food, personal expenses, donations... Finally based on your inputs you will be given an estimate of your cash-flow position & investment capacity.

Statement of Cash Flows (Consolidated Profit and Loss Account)

If you ever go to a bank to apply for a loan have one of these ready. You will look professional & be treated as one by the bank staff, because this makes their job easy. This is basically a summary view of the detailed view cut to the key points for simplicity.

Statement of Financial Position (Balance Sheet)

Some people also call this Net Worth calculator. This provides you with a comprehensive view of your financial position by looking at all you assets & liabilities. For improvement this tool captures two version of both: Investment & Lifestyle. Graph is also included for historical trending as well as for planning & future projections.

ALL-IN-ONE PERSONAL FINANCE ASSOCIATE PACKAGE COST:

AU$29 INCL GST

FOR ORDERS PLEASE GO TO: HOW TO ORDER

OR SIMPLY CLICK ON ADD TO BASKET BUTTON BELOW.

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